Performance
Business Pulse
Work
My Day
Activity Reporting
Inspect the activity, task, and appointment records currently feeding dashboard KPIs.
Tasks
Track follow-ups, reminders, offer deadlines, document requests, and contact-specific work.
Dialer
Call-ready contacts, native voice readiness, fallback logging, and Company call history.
Checking voice readiness
Call Queue
Active Contact
Recent Native Calls
Calendar
Schedule calls, follow-ups, contract deadlines, closing dates, and team reminders.
Marketing
Manage outbound marketing channels from one organized workspace.
Social
Profiles, media, links, and scheduled posts.
Direct Mail
Postcards, letters, mailing lists, and delivery status.
No direct mail campaigns yetNot configured
Email Blasts
Email lists, campaigns, templates, and delivery results.
No email campaigns yetNot configured
Canva
Account connection and saved marketing designs.
CanvaNot connected
Messages
Contact-linked SMS threads, delivery status, opt-outs, drafts, and manual fallback logging.
Campaigns
Enroll contacts into manual, template, or AI-assisted follow-up sequences with approval controls.
Campaign Routes
Reusable follow-up pathsDue Today
Campaign execution queueContracts
Track owner agreements from upload through PDF, signature routing, and email delivery.
AI Routines
Placeholder for lead follow-up assistance and back-office workflow support.
Lead Follow-Up Agent
Drafts follow-up texts, call notes, email replies, and task suggestions from contact history.
Inbound Text Assistant
Handles after-hours inbound messages with opt-out, consent, disclosure, and escalation rules.
Back-Office Assistant
Prepares summaries, missing-info checks, document reminders, due diligence tasks, and owner updates.
Compliance Review Queue
Placeholder for reviewing AI-generated outreach before anything is sent automatically.
Default Guardrails
Human approval before outbound AI messages
Respect opt-out and suppressed-contact records
Log routine, user, time, contact, and outcome
Escalate pricing, legal, contract, and dispute issues
User Settings
Manage your personal display and notification preferences.
Admin
Manage company setup, imports, connections, team access, branding, modules, and compliance.
Company Info
Business identity and contact information for the active company.
General
These settings control calendar availability and appointment times across the system.
Lead Imports
Bring Excel lists into the CRM, match the 20 standard fields, and keep useful source columns as custom data.
Storage lead list
Upload .xlsx, .xlsm, .csv, or pasted Excel rows. Recognized headings map to standard fields; other populated headings become custom fields.
Company Custom Fields
Add reusable fields that should appear beside the 20 primary destinations at the top of every Company import.
Recent Imports
Review what was added or skipped during the latest list uploads.
Connections
Connect the outside services that support daily calling, scheduling, maps, messages, and marketing.
Activation Readiness
Checking offline prerequisites...
Number management
Future build: users buy and manage calling numbers inside this platform instead of needing a separate provider account.
Separate provider access
Phone service and smrtDialer require separate provider capabilities. Verification never places a call.
User Access
Manage which HyveWRX features each Company login can use.
Loading Company users...
Work Assignment Profiles
Local development profiles used to exercise assignment and KPI views.
CRM Module Setup
Choose the active industry module. For now, storage is the build target; the structure stays modular for future industries.
Branding
Upload approved company logos for the workspace and marketing tools.
Subscription
Plan, paid seats, add-ons, status, and subscription changes.
Loading billing...
Payments
Payment methods, purchases, invoices, receipts, and billing history.
Payment Methods
Card details are hosted by Stripe and never stored by HyveWRX.
Purchase Services
One-time or repeating HyveWRX services such as direct mail.
Purchase Approval Tiers
Amounts are company-specific. Leave the Owner maximum blank for no limit.
Purchase Requests
Pending approvals and their decisions.
Invoices & Receipts
Every subscription cycle and scheduled purchase is recorded separately.
Purchase History
One-time purchases, repeating services, failures, and refunds.
Compliance
Keep outreach controls visible before higher-volume calling, texting, and AI follow-up are turned loose.
National Do Not Call Screening
Checking screening connection...